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moreChris is passionate about establishing trusting long-term partnerships with his clients and ensures their unique circumstances and goals are catered for via his strong attention to detail.
Chris has a consultative approach to strategy development and portfolio construction which allows his clients to understand their options and overcome emotions which can lead to bad decision making. His strategic and financial solutions provide peace of mind to clients, empowering them to make smart money decisions whilst minimising any unnecessary risks.
Clients who will benefit most from Chris' expertise are those who are facing financial complexities in their lives which they wish to resolve; be it recipients of sudden wealth, retirees wanting to be self-sufficient, empty-nesters that are motivated to accumulate assets for retirement or clients just trying to gain greater clarity about their financial future.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282.
SOLUTIONS CHRIS PROVIDES
While his strong qualifications and practical experience allow him to provide quality advice across a broad spectrum of financial planning topics, Chris' areas of special interest and specialisation are:
- investment strategy advice and ongoing portfolio management services
- retirement planning strategies
- superannuation planning including Constitutionally Protected Funds (GESB) and SMSF advice
- pre-retirement planning incorporating wealth creation and gearing strategies
- wealth protection strategies and personal risk insurances
- estate planning and wealth transfer
- Financial Services Advisers and Financial Planners in Perth
PROFESSIONAL ASSOCIATIONS
- CFP® professional of the Financial Planning Association of Australia (FPA)
Associate Member, SMSF Professionals' Association of Australia (SPAA)
QUALIFICATIONS
- Bachelor of Commerce – Accounting & Finance (Murdoch University)
- Diploma of Financial Services, Financial Planning (Tribeca Learning (Australia) Pty Ltd)
- Advanced Diploma of Financial Services, Financial Planning (Tribeca Learning (Australia) Pty Ltd)
- Certified financial planner
